Add Cash Advance

Cash Advances can be requested for various reasons. For example, if you need to travel for work, you may request a cash advance to cover anticipated expenses such as meals, transportation, and accommodation.

Note: This option may be disabled for you by your administrator.

Steps to Add a Cash Advance to an Expense Report

From the Entry Tasks navigation menu, select Add Cash Advance.
The cash advance window will open with fields to complete.
Enter:

Date Issued: The date the cash advance was issued to the employee.
Project #/Code: Assign a project to this cash advance to track its expenses. Make a selection from the drop-down.
Advance Reason: Provide the reason for this cash advance.
Additional notes: Add extra information for future reference.
Currency: Your Default currency will be pre-selected, but can be changed if the cash advance is in another currency.
Exchange Rate: Shows the exchange rate for the selected currency; this will be displayed as per the Xe: Currency Exchange Rates and International Money Transfers license.
Advance Amount: Enter the amount of the cash advance.
Converted Total: Displays the cash advance amount following the exchange rate. However, you can edit this if you used a different exchange vendor.

Saving the Cash Advance

To save the Cash Advance, you must fill in these mandatory fields:

Date Issued
Advance Amount
Converted Total

Click the Save button in the upper menu of the screen.

You can also add comments to the cash advance for further reference by clicking the Comments button in the upper menu of the screen before saving the record.

For mobile instructions, please refer to this article.